Email

The security and privacy of your data is very important to us, and we have taken significant measures to protect it, through both technical and procedural processes. We will never share your data with any third...

Close.io allows you to schedule emails to be sent at a later date/time by clicking on the button labeled "Send Later" and selecting the date and time at which you would like your email to be sent.
Why does...

Most email server configurations will not need to care about IP addresses. However, if you are in a corporate/IT environment where you can only give specific IP addresses access to your SMTP/IMAP email servers,...

If you are using Outlook to send an email and it's not showing up in Close.io after configuring your email account syncing, make sure Outlook is configured to save sent messages onto your mail server.
Go to Fi...

When using Microsoft's Outlook.com and Exchange platforms in conjunction with Close.io you may see multiple copies of the same message displayed in your Sent Items folder.
It's important to note that messages...

To send emails from another email address in your Close.io account you can setup an alias. In most cases this should only be used if the alias is on the same domain. For instance if your email account is anthon...

To add an image in the body of your email, rather than just attaching the image file to the email, there are a few steps to follow.
Open your email and first attach the image you want to use by clicking on the...

Many Close.io customers want to create drip email campaigns and have questions about the topic. First, let’s understand what type of email automation you really need. We hear the term “drip email” used to descr...

You can create a simple email cadence using Smart Views in Close.io.
Below is an example cadence designed to engage new prospects as they enter the CRM. In this example, we start by emailing prospects th...